Finance Intern

at
ATL Global Advisors

Company Description

ATL Global Advisors is a premier financial services firm hiring a finance intern that will help deliver our client-centric services. Our clients count on our vast experience in taking complex issues and reducing them to understandable, problem-solving ideas. This enables smart financial choices for our clients and their families.

Job Description

  • Maintain all files and ensure that they are always up to date, confidential, organized and in compliance with legal requirements
  • Manage CRM databases, input information, data, and records
  • Assist advisors with the preparation of client meetings, client documentation & financial plans
  • Provide marketing and sales support
  • Help answer and return calls for office staff
  • Gain exposure to wealth management business, products, services and clients’ financial needs
  • Take advantage of shadowing, mentoring, and training opportunities with our experienced team of finance professionals
  • Other projects as assigned

Requirements

  • Must be pursuing a bachelor’s degree
  • Comfortable using Word, Excel, PowerPoint, and Outlook
  • Experience with Mailchimp, Redtail, or Slacked preferred, but not required
  • Strong interpersonal, verbal, and written communication skills
  • Curiosity: interest in understanding the big picture; drive to learn about what’s going on and independently asking “why” in order to exercise appropriate prioritization and judgment with daily activities
  • Insight: can connect the dots, identify patterns, and take intuitive leaps; open to feedback
  • Teaming: support all team members & demonstrate high levels of customer service
  • Execution: getting the work done right and efficiently; organized and sweating the small stuff